Client Resources

For current Kaplan-Newman, Schwartz & Schwartz clients, we’ve assembled the most requested information on this page.

Need more help? Give us a call at 212.327.2103 or email we’re happy to help!


Directions to Our Office
We are conveniently located in midtown Manhattan at:

315 Madison Avenue, 3RD Floor
New York, NY 10017

Directions – Google Map

Book An Appointment

For tax season (January – April), we use an online scheduling tool or you may contact our office at 212.327.2103  or email

For non-tax season (May-December), please contact our office at 212.327.2103 or by email


Helpful PDF: What to Bring to Your Tax Prep Meeting

Client Portal Login



In January 2023, we converted clients to a new portal system called Tax Caddy!



You must first accept the personalized Registration link we email you.  If you need us to resend it, please let us know.

Sign in online at 


Download the TaxCaddy app for your phone or tablet:


For help with common tasks (such as uploading documents or esigning your return), please see their demo at



Contact us today at 212.327.2103

We’re here to help!